Edtech.com's Summary

Drake Software is hiring an Education Specialist II to develop and deliver training initiatives that enhance product knowledge and customer success for Drake Software. The role involves creating comprehensive training materials, delivering training both live and recorded, and collaborating with cross-functional teams to support tax professionals in building their businesses.

Highlights

Develop and deliver comprehensive training materials for live courses, video instruction, and online platforms.
Provide training to internal and external clients in person and via recorded sessions.
Record and edit digital learning resources using Camtasia.
Research technical and tax-related information to create accurate educational content.
Write, review, and edit training documentation ensuring clarity and consistency.
Coordinate email communications related to training and educational events in collaboration with Marketing.
Use Microsoft Office and Camtasia proficiently for content creation and delivery.
Minimum three years of relevant experience in tax preparation, software training, or related field.
Background in accounting or taxation with strong communication and presentation skills.
Collaborate with cross-functional teams and manage multiple projects and deadlines.

Education Specialist II Full Description

Education Specialist II

Remote Location - All States

Full time

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

Drake Software is a leading digital tax filing platform which offers customers professional digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Drake Software is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.

This role will primarily support Drake Software as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on Drake Software for comprehensive product excellence and value.

The Education Specialist II develops and delivers training initiatives that enhance Taxwell product knowledge and customer success. This role requires a minimum of three years’ relevant experience and demonstrated ability to perform all required duties with independence and proficiency. The ideal candidate has knowledge and background in the accounting or tax field and is comfortable developing educational resources, providing training, and supporting the planning and facilitation of education events.

Key Responsibilities:

Training Development & Delivery

Develop comprehensive training materials for live courses, video-based instruction, and online learning platforms.
Provide training to both internal and external clients, with confidence in delivering content in person and in recorded formats.
Record and edit training videos, webinars, and other digital learning resources using tools such as Camtasia.

Content Creation & Documentation

Research and gather technical, educational, and tax-related information to inform training materials and resources.
Interview programmers, developers, and subject matter experts to gain a thorough understanding of product technology and features.
Write, review, edit, and proofread documentation and training resources to ensure accuracy, clarity, and consistency.
Test software features for alignment with documentation and training content.
Coordinate the layout and organization of materials to ensure usability and customer-friendly design.

Email Communication Management

Coordinate and execute company-wide transactional and education-related emails to ensure accuracy, consistency, and alignment with organizational messaging standards.
Develop and deliver education-focused email communications, including training announcements, webinar invitations, reminders, and post-event follow-ups.
Collaborate with Marketing to align educational emails with company initiatives, branding guidelines, and overall customer communication strategies.
Use performance metrics and feedback to improve email processes, quality, and engagement over time.

Collaboration & Projects

Work with cross-functional teams to produce high-quality training content and documentation.
Lead or contribute to special projects requiring in-depth research and analysis, engaging with stakeholders to ensure project success.
Maintain and update internal training resources and content libraries.

Professional Growth & Contribution

Demonstrate proficiency in the use of tools required to create, manage, and deliver content, including Camtasia and Microsoft Office.
Stay informed about industry trends, tax law updates, and emerging educational technologies.
Contribute to a culture of continuous improvement within the Education Department.

Other

Travel as required to deliver training and support education events.
Perform other duties as assigned by the manager.

Qualifications:

Minimum of three years’ relevant experience in tax preparation, software training, or a related field.
Background in accounting or taxation with the ability to translate complex concepts into accessible instruction.
Strong written and verbal communication skills with attention to detail and clarity.
Demonstrated ability to deliver effective presentations in person and via recorded formats.
Proficiency with Microsoft Office and Camtasia for video production.
Strong organizational skills with the ability to manage multiple projects and deadlines.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team.

Original Job Description

Education Specialist II

Remote Location - All States

Full time

Key Responsibilities:

Training Development & Delivery

Develop comprehensive training materials for live courses, video-based instruction, and online learning platforms.
Provide training to both internal and external clients, with confidence in delivering content in person and in recorded formats.
Record and edit training videos, webinars, and other digital learning resources using tools such as Camtasia.

Content Creation & Documentation

Research and gather technical, educational, and tax-related information to inform training materials and resources.
Interview programmers, developers, and subject matter experts to gain a thorough understanding of product technology and features.
Write, review, edit, and proofread documentation and training resources to ensure accuracy, clarity, and consistency.
Test software features for alignment with documentation and training content.
Coordinate the layout and organization of materials to ensure usability and customer-friendly design.

Email Communication Management

Coordinate and execute company-wide transactional and education-related emails to ensure accuracy, consistency, and alignment with organizational messaging standards.
Develop and deliver education-focused email communications, including training announcements, webinar invitations, reminders, and post-event follow-ups.
Collaborate with Marketing to align educational emails with company initiatives, branding guidelines, and overall customer communication strategies.
Use performance metrics and feedback to improve email processes, quality, and engagement over time.

Collaboration & Projects

Work with cross-functional teams to produce high-quality training content and documentation.
Lead or contribute to special projects requiring in-depth research and analysis, engaging with stakeholders to ensure project success.
Maintain and update internal training resources and content libraries.

Professional Growth & Contribution

Demonstrate proficiency in the use of tools required to create, manage, and deliver content, including Camtasia and Microsoft Office.
Stay informed about industry trends, tax law updates, and emerging educational technologies.
Contribute to a culture of continuous improvement within the Education Department.

Other

Travel as required to deliver training and support education events.
Perform other duties as assigned by the manager.

Qualifications:

Minimum of three years’ relevant experience in tax preparation, software training, or a related field.
Background in accounting or taxation with the ability to translate complex concepts into accessible instruction.
Strong written and verbal communication skills with attention to detail and clarity.
Demonstrated ability to deliver effective presentations in person and via recorded formats.
Proficiency with Microsoft Office and Camtasia for video production.
Strong organizational skills with the ability to manage multiple projects and deadlines.

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Edtech.com's Summary

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